1y return+20.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $158 against $157 in the S&P 500.2
Client First Investment Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ADPVSeries Portfolios Tr | $119.1M | 50.2% | +3.5% |
| SSOProshares Tr | $36.7M | 15.5% | +361.3% |
| BOXXEa Series Trust | $18.1M | 7.6% | −62.1% |
| UWMProshares Tr | $8.0M | 3.4% | New |
| PULSPgim Etf Tr | $7.2M | 3.1% | −9.7% |
| SOXLDirexion Shares Etf Trust | $4.0M | 1.7% | New |
| FALNIshares Tr | $3.8M | 1.6% | New |
| VEMYVirtus Etf Tr II | $3.8M | 1.6% | New |
| FLRTPacer Fds Tr | $3.5M | 1.5% | New |
| CVRTCalamos Etf Tr | $3.2M | 1.3% | New |
| CLOZSeries Portfolios Tr | $3.0M | 1.3% | New |
| NEBXInvestment Managers Ser Tr I | $2.9M | 1.2% | New |
| LLYEli Lilly & Co | $2.7M | 1.2% | |
| AISTidal Trust III | $2.6M | 1.1% | New |
| ARKGArk Etf Tr | $2.6M | 1.1% | New |
| QLDProshares Tr | $2.3M | 1.0% | New |
| WELDTema Etf Trust | $2.3M | 1.0% | New |
| LABXInvestment Managers Ser Tr I | $1.5M | 0.6% | New |
| MSFTMicrosoft Corp | $1.3M | 0.5% | −13.8% |
| SPUUDirexion Shares Etf Trust | $1.3M | 0.5% | New |
| BEXInvestment Managers Ser Tr I | $1.2M | 0.5% | New |
| CBONVaneck Etf Trust | $1.2M | 0.5% | New |
| USDProshares Tr | $1.1M | 0.5% | New |
| AMDLGraniteshares Etf Tr | $1.1M | 0.5% | New |
| JAAAJanus Detroit Str Tr | $911K | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $2.7M |
| ADPVSeries Portfolios Tr | December 31, 2023 | +94.1% | $119.1M |
| SSOProshares Tr | June 30, 2025 | +37.9% | $36.7M |
| BOXXEa Series Trust | March 31, 2024 | +10.0% | $18.1M |
| BILSpdr Series Trust | December 31, 2023 | +0.3% | $599K |
| PULSPgim Etf Tr | March 31, 2026 | +0.1% | $7.2M |
| MSFTMicrosoft Corp | December 31, 2023 | −0.8% | $1.3M |
| VVisa Inc | June 30, 2025 | −3.4% | $348K |
Sold off last quarter
- SDSProshares Tr was $7.9M
- XLPSelect Sector Spdr Tr was $5.6M
- DIGProshares Tr was $4.4M
- QIDProshares Tr was $2.4M
- PLTDDirexion Shares Etf Trust was $2.3M
- XLUSelect Sector Spdr Tr was $1.9M
- QQQDDirexion Shares Etf Trust was $1.0M
- NVDGraniteshares Etf Tr was $443K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +13.8% | +7.8% |
| June 30, 2025 | +5.1% | +10.5% |
| March 31, 2025 | −6.8% | −4.6% |
| December 31, 2024 | +7.4% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +17.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Client First Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2018284&type=13F-HR&dateb=&owner=include&count=40CIK 2018284
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2018284/000208585326000661/Filed July 9, 2026 · accession 0002085853-26-000661